Aman: Bill thought that the time frame for oli was a year from the time he bought it, and it should have been. But what happened was that the press is so stupid sometimes. A nothing to do with ecoli poisoning from food service, food prep. It's just absolutely ran and it happens in restaurants all over the place. And we were fortunate to be buying it much lower than bill and increasing our position as it went down into two 80. Ah, so that's just the ability to look farther out than most fund managers can. Aman even didn't buy more. He sat there at 400, watching this thing to two 80, and did not increase his position
Have you ever thought about if it’s really worth it to go big and invest in a company like Netflix? Would they have a strong enough moat to compete against their competitors?
In this episode of InvestED, Phil and Danielle debate whether Netflix is worth investing in, considering they have a wide range of competitors.
Tune in to understand how to gather the correct information to pick the best companies to invest in and determine if you would consider investing in a large company like Netflix.
To help you decide if a big company is secure enough to invest in, even in uncertain times, download a copy of Phil’s Ultimate Stock Market Crash Survival Guide here: https://bit.ly/3LF6EHk
And if you have questions for Phil and Danielle about Netflix, send them an email at questions@investedpodcast.com.
Topics discussed in this podcast:
- Review of inflation-proof companies
- Netflix’s moat
- Competing with other streaming options
Additional resources discussed in this podcast:
For show notes and more information visit www.investedpodcast.com
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